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CIK 0001279708 • 2 13F filings • Apr 14, 2025 – Aug 6, 2025
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $9K | 4.9%Prev: 3.8% | 67,536 SH | Increased+340 SH |
| ABBVIE INC | COM | $7K | 3.8%Prev: 3.9% | 38,252 SH | Decreased+150 SH |
| ALPHA ARCHTCT US QUNTV VAL ETF | COM | $11K | 5.9% | 248,740 SH | New |
| ALPHABET INC CLASS A | COM | $11K | 6.0%Prev: 8.2% | 63,473 SH | Decreased+6,018 SH |
| ALPHABET INC CLASS C | COM | $14K | 7.4% | 77,393 SH | New |
| AMAZON.COM INC | COM | $219 | 0.1%Prev: 0.1% | 1,000 SH | Decreased |
| APPLE INC | COM | $11K | 5.9%Prev: 5.8% | 53,001 SH | Decreased+5,844 SH |
| BERKSHIRE HATHAWAY CLASS B | COM | $26K | 13.8%Prev: 11.6% | 52,702 SH | Increased+1,995 SH |
| CISCO SYS INC | COM | $7K | 3.5%Prev: 3.1% | 93,944 SH | Decreased+3,925 SH |
| CROWDSTRIKE HLDGS INC CLASS A | COM | $285 | 0.2% | 561 SH | New |
| DIREXION DAILY AAPL BEAR 1X ET | COM | $175 | 0.1% | 10,000 SH | New |
| GLOBAL X MLP & ENERGY INFRASTR | COM | $6K | 3.4%Prev: 2.7% | 100,697 SH | Increased+1,445 SH |
| HOME DEPOT INC | COM | $233 | 0.1%Prev: 0.1% | 636 SH | Increased |
| HOWARD HUGHES HLDGS INC | COM | $1K | 0.5%Prev: 0.4% | 14,827 SH | Increased+3,050 SH |
| KKR & CO INC | COM | $7K | 3.9%Prev: 2.7% | 54,175 SH | Increased+7,795 SH |
| LOCKHEED MARTIN CORP | COM | $5K | 2.8%Prev: 2.6% | 11,345 SH | Decreased-342 SH |
| MATTHEWS EMG MRKTS CHINA ACT E | COM | $4K | 2.2% | 123,590 SH | New |
| MICROSOFT CORP | COM | $14K | 7.3%Prev: 5.8% | 27,172 SH | Increased+785 SH |
| PUT SPDR S&P 500 $530 EXP 01/1 | PUT | $841 | 0.5% | 1,000 SH | New |
| ROYALTY PHARMA PLC F CLASS A | COM | $5K | 2.5%Prev: 2.2% | 131,325 SH | Decreased+3,685 SH |
| ROYCE SMALL CAP TRUST CF | COM | $3K | 1.6%Prev: 1.3% | 195,242 SH | Increased+15,116 SH |
| SCHWAB FUNDAMNTL INTRNL EQT ET | COM | $616 | 0.3% | 15,403 SH | New |
| SPDR GOLD SHARES ETF | UIUS | $15K | 8.0% | 48,503 SH | New |
| SPROTT PHYSICAL GOLD ETV | COM | $304 | 0.2% | 12,000 SH | New |
| SPROTT PHYSICAL SILVER E | COM | $3K | 1.7%Prev: 2.7% | 253,380 SH | Decreased+1,420 SH |
| SPROTT URANIUM MINERS ETF | COM | $4K | 2.2%Prev: 2.1% | 86,804 SH | Decreased+500 SH |
| TESLA INC | COM | $6K | 3.3%Prev: 3.9% | 19,140 SH | Decreased |
| VANECK GOLD MINERS ETF | UIUS | $12K | 6.6%Prev: 8.9% | 236,215 SH | Decreased+8,349 SH |
| WISDOMTREE US QLT DIV GRW ETF | COM | $2K | 1.3% | 27,935 SH | New |
| 13F-HR |
| 0001279708-26-000009 |
| $228K |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001279708-25-000004 | $186K | View |
| Sep 10, 2026 | Q1 2026 | 13F-HR | 0001279708-26-000008 | $221K | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001279708-25-000002 | $210K | View |